BH
BH
Bethany Huff
12 Years of Experience
Westlake, TX
1 DisclosureBroker
Bethany Huff is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 12 years of industry experience. Bethany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3000 Schwab Way, Westlake, TX, 76262
Get directionsHistory
Regulatory History (1)
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Financial
May 2022Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
December 2025 - Present · 5 mos
Charles Schwab & CO., INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Aig Retirement Advisors, INC.Broker
April 2006 - February 2009 · 2 yrs 10 mos
Aig Retirement Advisors, INC.
April 2006 - February 2009 · 2 yrs 10 mos
Capital Financial Services, INC.
November 2005 - April 2006 · 5 mos
Capital Financial Services, INC.Broker
November 2005 - April 2006 · 5 mos
Empire Investment Advisors. INC
June 2005 - October 2005 · 4 mos
Empire Financial Group, INC.Broker
June 2005 - October 2005 · 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 1997 - July 2003 · 5 yrs 11 mos
Linsco/private Ledger CORP.Broker
May 1997 - August 1997 · 3 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENJNMNVNYOHOKORPASCTXUTVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.